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iShares Russell 1000 Value ETF
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Overview Fund Activity

579 hedge funds and large institutions have $18B invested in iShares Russell 1000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 148 reducing their positions, and 31 closing their positions.

Holders
579
Holders Change
+74
Holders Change %
+14.65%
% of All Funds
15.2%
Holding in Top 10
90
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.43%
% of All Funds
2.36%
New
110
Increased
227
Reduced
148
Closed
31
Calls
$8.06M
Puts
$4.14M
Net Calls
+$3.92M
Net Calls Change
+$12.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.44B
2
American Century Companies
2
American Century Companies
Missouri
$491M
3
BIM
3
BlackRock Investment Management
Delaware
$267M
4
LPL Financial
4
LPL Financial
California
$291M
5
SLI
5
Symetra Life Insurance
Washington
$102M

Top Sellers

1
CC
1
Curian Capital
Colorado
$70.9M
2
IA
2
IndexIQ Advisors
New York
$18.5M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$34.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
CI
5
Cambiar Investors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
426
Autus Asset Management
Arizona
$363K 3,708 +3,708 New
TFA
427
Transamerica Financial Advisors
Florida
$362K 3,693 +3,637 +6,495%
SCM
428
Summit Capital Management
Washington
$355K 3,624 -32 -0.9%
PWAG
429
Polaris Wealth Advisory Group
California
$354K 3,622 +3,622 New
WA
430
Wealth Architects
California
$352K 3,594 +1 +0%
WF
431
Welch & Forbes
Massachusetts
$348K 3,555 +3,555 New
Franklin Resources
432
Franklin Resources
California
$345K 3,525 -220 -6%
IFAM
433
Institutional & Family Asset Management
Colorado
$336K 3,432 +3,432 New
PFG
434
Pacific Financial Group
Washington
$335K 3,422 – –
KIG
435
Kovitz Investment Group
Illinois
$333K 3,398 -90 -3%
BTNA
436
Bremer Trust National Association
Minnesota
$333K 3,400 – –
WAM
437
Weatherly Asset Management
California
$333K 3,411 – –
LW
438
Linscomb Wealth
Texas
$333K 3,405 +1 +0%
PA
439
Pinnacle Associates
New York
$319K 3,259 -3,200 -50%
MIH
440
Madison Investment Holdings
Wisconsin
$319K 3,263 +3,263 New
CG
441
Colony Group
Massachusetts
$315K 3,215 +63 +2%
KA
442
Klingman & Associates
New York
$314K 3,204 -903 -22%
MWP
443
MYCIO Wealth Partners
Pennsylvania
$314K 3,209 -208 -6%
FPCP
444
Fort Point Capital Partners
California
$312K 3,193 +699 +28%
NFC
445
Northeast Financial Consultants
Connecticut
$310K 3,169 – –
KKAMG
446
Kernodle & Katon Asset Management Group
Arkansas
$310K 3,163 +3,163 New
EB
447
Eastern Bank
Massachusetts
$309K 3,160 – –
BCP
448
Berkeley Capital Partners
Georgia
$309K 3,158 +3,158 New
AIM
449
Allen Investment Management
New York
$307K 3,141 – –
RIA
450
Regal Investment Advisors
Michigan
$306K 3,132 +34 +1%
16 17
18
19 20